I posted this in the Dreamforce Chatter app and it got a nice response, so I thought I’d blog about it here too.

It’s subtle tip for you perfectionists out there that makes reports look just a tad more professional. If you add a colon (e.g. Orders: Aging) to your report name, it will display the report name on 2 separate lines when viewing the report. Use this to create a naming convention for your reports like (category: detailed description) or for long report names so they display nicely.

I don’t think this is an actual, documented feature from Salesforce, but it’s been this way for years.

Look at the difference between naming a report “Orders – Aging” and “Orders: Aging”. It’s a subtle difference, but it’s something I use regularly and thought I’d pass along.

David Said,

First start off by making sure that the right people have access to the right report folders in Salesforce. I would hesitate to make all folders read/write because users will store reports everywhere. Next, create folders for departments and pre-popula…